Questionnaire - Use case


This use case shows how all types of questions can be implemented using a questionnaire designed for the customers of an insurance company.

         Use case questionnaire.png

Procedure

You can select Administration > Import / Export > Import in the menu to download and import the EXP file below to Product name - ev itsm.png.

         Download icon.png  Incident Claim Questionnaire 

1. In the menu, select Operation / Transition > References > Questionnaires.

2. Click Plus icon.png and enter the name of the Incident Claim questionnaire and click [ FINISH ]. The form will open.

3. Select the Manage Questions wizard and define the contents of the questionnaire. Open url.png See List of questions.

  • Click [ CREATE A NEW QUESTION ] to add new questions and specify their properties in the Question Editor.
    or 
  • If the question already exists in the reference table, click Plus icon.png to select it and click Edit icon.png to open the Question Editor.

4. Click [ PREVIEW ] to check the layout of your questionnaire and then click [ SAVE ] to save it.

List of questions

Use case questionnaire - Conception.png
Code Description Type Notes
1 Please fill in the following fields Comment
  • No answer is expected. This question should not be mandatory.
  • The question will automatically be displayed alone in the row.
Horizontal Line

Comment
  • You can create a Comment question whose description is a series of dashes -- or underscores __.
  • You can also select a System question.
2 Regulation consultation URL
  • This is a link.
  • In the Question Editor, specify the file location in the Value field.
  • The file should be located in a folder that is accessible to all users.

    Example documentation icon EN.png EasyVista Resources folder

3 Date of incident's occurrence Date
  • Mandatory field.
  • The current date is proposed by default.
  • Once the date is entered, a control is run to check that it is earlier than or equal to the current date and time.
  • To propose the current date as the default value, proceed as follows in the Question Editor:
    • Select the Dynamic (SQL) option in the Contents field
    • In the wizard, specify Field = {* RTZConvert(GETUTCDATE()) *}
  • To check the validity of the date, create a constraint based on a comparison with the @now dynamic value:
    • Click [ ASSIGN THE DYNAMIC VALUES ] and select @now to evaluate the current date and time.
    • Click No constraint icon.png and create the following rule:
      • Option field: Select Compared to a Dynamic Value
      • Condition/Value field: Select <= ; @now
      • Enter the mandatory error message which is displayed if the date constraint is not met: The date cannot be later than the current date.
  • The answer is stored in a field in the SD_REQUEST table. To specify the target of the answer, click No target icon.png. In the Target typed result field, select EXPECTED_START_DATE_UT.
4 Type of incident List
  • In the Question Editor:
    • Display Item Label field: Select True
    • In the Index / Description table, click Plus icon.png four times to create four possible answers: Accident; Damage; Theft; Other
5 If 'Other', please specify Memo
  • The question is displayed only when the answer to question 4, Type of incident is Other.
  • The question will automatically be displayed alone in the row.
  • In the Value field of the Question Editor, enter a message for users: If 'Other' selected in previous question, please specify the nature of the incident.
  • To define this as a conditionally displayed question, click No condition icon.png to create a condition and specify the following rule:
    • Question = Type of incident
    • Condition = Operator Equal to, value Other
6 Is product/service under warranty? Radio button
  • In the Index / Description table of the Question Editor, click Plus icon.png twice to create two possible answers: Yes; No.
7 Estimate of incurred loss (fill in '0' if no loss incurred) Decimal
  • Non-mandatory field.
  • in the Question Editor, enter 0 in the Default Value field.
8 Contact name and phone Text
  • Non-mandatory free text field.
9 Are there any reservations to the claim? Checkbox
  • No checkbox is selected by default.
  • In the Question Editor, select False in the Value field.
10 Contract reference Integer
  • Mandatory field.
11 Select warranties Grid
  • Users must select one or more answers.
  • The table displaying the choice of answers will automatically occupy the entire row.
  • In the Question Editor:
    • Display Item Label field: Select True
    • In the Index / Description table, click Plus icon.png four times to create four possible answers: A; B; C; D
12 Appointment with expert made on Date
  • Once the date is specified, a control is run to check that the appointment date falls within 15 days following the current date.
  • Mandatory field.
  • To check the validity of the date, create a constraint based on a comparison with the @now dynamic value:
    • The @now value was used in question 4 and, as such, it is already associated with the questionnaire.
    • Click No constraint icon.png and create the following rule:
      • Option field: Select Difference between two dates (with Dynamic Value)
      • Condition/Value field: Select Appointment with expert made on; @now; <= ; 15 days
      • Enter the mandatory error message that will be displayed if the constraint is not met: The appointment date must be within 15 days from today.
13 Signature Signature
  • Field where users can insert their signature.
14 Estimated duration of repairs in hour(s):minute(s) Duration
  • The question is displayed only when the answer to question 4, Type of incident is Accident or Damage.
  • To define this as a conditionally displayed question, click No condition icon.png to create a condition and specify the following rules:
    • Rule 1:
      • Question = Type of incident
      • Condition = Operator Equal to; value Accident
    • Rule 2:
      • Question = Type of incident
      • Condition = Operator Equal to; value Damage
    • Each of the rules triggers the conditional display. You should therefore link them using the separator OR.
15 Attachments File Upload
  • Upload button used to attach documents automatically to the request that users can view in the Attachments tab of the request.
  • Only .pdf, .docx and .doc files are authorized.
  • The maximum file size is 10 MB per file.
  • To check the file type and file size when uploading, click No constraint icon.png to create a constraint and specify the following rules:
    • Rule 1:
      • Option field: Select Allowed file types (separated by commas)
      • Condition/Value field: Enter pdf, doc, docx
    • Rule 2:
      • Option field: Select Max File Size (Shorthand notation 1K, 1M)
      • Condition/Value field: Enter 10M
    • Both rules must be complied with. You should therefore link them using the separator AND.
16 Specify authorizer SQL List
  • In the Question Editor:
    • Enter the SQL query that will return the list of employees.
    • Default Value: Select Look Up SQL to specify by default the approval manager of the recipient.
17 Satisfaction survey Table Header
  • In the Question Editor:
    • In the Description table, click Plus icon.png four times to create four possible answers: Very good; Good; Average; Poor
    • These labels will be displayed in the satisfaction survey header.
18 Effectiveness of our agent Radio button
  • In the Question Editor:
    • In the Index / Description table, click Plus icon.png four times to create four radio buttons as possible answers to the Effectiveness of our agent question: Very good; Good; Average; Poor
    • Display Item Label field: Select False to indicate that the answer will only display radio buttons o, without their labels.
  • Each radio button o is placed under the corresponding satisfaction survey header label.
19 Responsiveness of our agent Radio button
  • In the Question Editor:
    • In the Index / Description table, click Plus icon.png four times to create four radio buttons as possible answers to the Responsiveness of our agent question: Very good; Good; Average; Poor
    • Display Item Label field: Select False to indicate that the answer will only display radio buttons o, without their labels.
  • Each radio button o is placed under the corresponding satisfaction survey header label.
Tags:
Last modified by Unknown User on 2017/06/02 18:02
Created by Administrator XWiki on 2017/06/02 17:52

Shortcuts

Recent changes
•  Service Manager
•  Service Apps
•  Self Help

Glossary

Powered by XWiki ©, EasyVista 2020